Document breakdown for realtors—know exactly which forms you need at each stage of a seller transaction.
Document Breakdown for Realtors
Explains agency types and disclosure obligations. Must be presented at the beginning of the relationship.
Formal contract outlining duties, commission structure, and listing terms.
Agent declares responsibility for verifying the client's identity in compliance with federal regulations.
Records the client's government-issued ID as part of Canada's anti-money laundering regulations.
Assesses whether the client holds a high-risk position that requires additional reporting to FINTRAC.
Used when another agent or brokerage is referring the client.
The form used to enter listing details into the MLS system.
Survey showing property boundaries and improvements with municipal compliance stamp.
Disclosure form where seller provides known information about property condition.
Used to modify listing terms (price changes, date extensions, etc.).
Temporarily removes listing from active status.
Terminates the listing agreement.
None specific – seller reviews buyer's Residential Purchase Contract
Used when seller wants to propose different terms than the buyer's original offer.
Required when both buyer and seller are represented by the same brokerage.
None specific – depends on conditions written into the accepted offer
Used to change possession date, price, or extend condition deadlines.
Used when conditions are satisfied, making the deal firm.
Used if a condition isn't met and deal needs to terminate.
Required if seller is married but spouse isn't on title (Alberta Dower Act).
None specific for agents at this stage
This period involves behind-the-scenes work: providing the Real Property Report to the buyer's lawyer, coordinating with your lawyer on title transfer documents, and arranging key handover and possession logistics.
Click on any stage to explore the required documents